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Workflows
Workflows
Learn how to create and use workflows to easily route your proof through groups of reviewers, each proofing in turn.
Creating a new workflow in the proof setup screen
A guide on workflow roles
Setting all or one mandatory/gatekeeper decision is required
Creating and saving a workflow template
Sharing a workflow template
Favorite a workflow template
Start a proof at a certain step of the workflow
Deleting and duplicating a workflow template
Adding a reviewer to an older proof version
Proof owner
Explaining the role of an owner
Skipping mandatory/gatekeeper reviewers
Passing your proof to another owner
Approving the proof on behalf of the approver
Reverting the to-do list
Stop the workflow and upload a new version
Approver
Explaining the role of the approver
Approving a proof
Returning a to-do list
Approve button pushed too quickly? No worries.
Reviewer
Mandatory reviewers
Assigning the inviter permission for a reviewer
Gatekeeper
Explaining the role of the gatekeeper
Gatekeeper: When to lock the proof
Editor
Explaining the role of the editor
How an editor can assign a new version to an owner to send
Assigning a to-do list to an editor